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Payne Capital Management, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Payne Capital Management, LLC on SCHG, newest first. How the timeline and the estimate are built.

Payne Capital Management, LLC held 580,688 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 580,688 shares
    Change vs previous 13F +18,365 shares

    5.24% of the 13F portfolio, value $19,650,471.

    13F-HR 0001994332-26-000003 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 562,323 shares
    Change vs previous 13F +18,165 shares

    4.96% of the 13F portfolio, value $16,380,468.

    13F-HR 0001994332-26-000002 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 544,158 shares
    Change vs previous 13F -5,823 shares

    5.6% of the 13F portfolio, value $17,750,438.

    13F-HR 0001994332-26-000001 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 549,981 shares
    Change vs previous 13F +27,495 shares

    5.65% of the 13F portfolio, value $17,549,891.

    13F-HR 0001994332-25-000003 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 522,486 shares
    Change vs previous 13F -2,007 shares

    5.88% of the 13F portfolio, value $15,261,829.

    13F-HR 0001085146-25-006011 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 524,493 shares
    Change vs previous 13F +7,980 shares

    5.6% of the 13F portfolio, value $13,133,306.

    13F-HR 0001085146-25-006010 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 516,513 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $14,395,224.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).